Contents

Contents

Philosophy

Overberg Asset Management holds to a unique philosophy, delivering excellence in service, value and performance - the three reasons why you should invest with us.

Service Excellence

Value Excellence

With Overberg you are not just saving through low fees and transaction costs. We also select securities for your portfolio that provide the most efficient way of investing. These include local listed securities traded daily on the JSE.

Our global portfolios are based on closed-end investment companies listed on the London Stock Exchange, the preferred investment choice for UK financial professionals.

Performance Excellence

Substantial savings will accrue to client portfolios based on our proven investment philosophy of value excellence. Low portfolio costs coupled with a specialisation in the most cost effective securities whilst never compromising on quality ensure the compounding of a significant performance advantage over time. We are confident of providing superior performance on a risk adjusted basis relative to competitors and benchmarks. Our performance track record is available in our portfolio fact sheets.

Our Values and Mission statement

Company Mission

Our business is the financial wellbeing of our clients. We aim to increase our clients’ financial wealth and give them peace of mind by providing them with sound financial advice and consistent long-term returns. Through this process we hope to form long-lasting relationships with our clients and enable our staff to achieve career fulfilment.

 

Company Values

Honesty and Integrity: The strength of our relationships with clients is founded on trust, which stems from absolute honesty and integrity. At all times our clients are assured of full accountability and confidentiality.

Client Focused: We provide better client service than any of our competitors. Our staff are reliable, flexible and always accessible. We go the extra mile to make sure clients are happy, and their needs are met.

Psychological Safety: In order that each staff member can contribute to full potential we foster a culture of psychological safety. This creates an environment which encourages individual contributions and initiatives.

Strive for excellence: Our company is on an exciting path of continuous improvement. We strive for world-class excellence through consistency in professionalism, attention to detail and innovation.

Vision: Overberg Asset Management has an ambitious vision founded on the dedication and passion of its staff. Our vision is directed at ensuring long and successful relationships with our clients.

Corporate Social Responsibility: We pride ourselves in an active programme of corporate social responsibility, focused on both community and environmental upliftment.